| Date | Type | From | To | Amount | Description | Actions |
|---|---|---|---|---|---|---|
| N/A | Received | Federal Government | Taxpayer | $3,000.00 | Maximum eligible expense for tax credit (one ch... | View |
| N/A | Received | Federal Government | Taxpayer | $6,000.00 | Maximum eligible expense for tax credit (two or... | View |
| N/A | Paid | Taxpayer | Fannie Mae / Fred... | $160,000,000,000.00 | CBO/OMB Forecast of Ultimate Cash Cost | View |
| N/A | Received | IRS | Taxpayer | $85,700.00 | Income exemption limit mentioned in relation to... | View |
| 2017-01-01 | Received | TerraMar Project | Taxpayer | $18,889.00 | Imputed Interest on Loan | View |
A ruling related to a 'QTIP election boo-boo'.
A ruling related to early CRUT termination and capital gain.
A ruling related to a 'QTIP election boo-boo'.
A ruling related to early CRUT termination and capital gain.
A memorandum related to a gift that a mother cannot take back, compared to the Procter case.
A memorandum related to a gift that a mother cannot take back, compared to the Procter case.
Two unfavorable IRA rulings regarding designated beneficiaries.
Two unfavorable IRA rulings regarding designated beneficiaries.
Ruling on the problem of joint-ownership.
Ruling on the problem of joint-ownership.
Ruling on the problem of joint-ownership.
Ruling on a '5 & 5' power in a trust, leading to ever-increasing ownership.
Ruling on a '5 & 5' power in a trust, leading to ever-increasing ownership.
Ruling on a '5 & 5' power in a trust, leading to ever-increasing ownership.
Ruling that a charitable bequest of non-qualified stock options is taxable to the charity, not the estate.
Ruling permitting a disclaimer to change IRA beneficiaries.
Ruling that a charitable bequest of non-qualified stock options is taxable to the charity, not the estate.
Ruling permitting a disclaimer to change IRA beneficiaries.
Ruling that a charitable bequest of non-qualified stock options is taxable to the charity, not the estate.
Ruling permitting a disclaimer to change IRA beneficiaries.
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